智通财经APP获悉，微创机器人-B(02252)午后转跌逾4%，截至发稿，跌3.79%，报21.6港元，成交额2.59亿港元。
小摩发布研报称，微创机器人最近两个月大幅跑赢恒指达100%，主要受益于对AI及机械人股的热潮，以及收窄亏损的进度，目标可在明年收支平衡。公司近期盈利预告及订单走势提升了市场对其扩张装置基地的信心，尤其是海外。该行指出，考虑到公司的销售规模，估值比Intuitive Surgical初期阶段相对更高，故认为目前股价水平向上的空间有限，除非有明显的政策支持。
小摩在报告中指出，曾在上周的专家会议中讨论包括自动化手术的外科手术机器人领域内AI技术的最新进展，指自动化手术的发展需要时间，仍需克服技术、伦理和法规方面的挑战；现阶段，AI主要用于辅助手术操作，例如精确导航、术中影像处理和机器人辅助技术，上述应用已经提高了手术效率和患者安全性，但仍然需要外科医生的监控和参与。
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